PMS & AIF Summit 2.0 is the much awaited industry event
after its great success last year. The event will continue to imbibe apt
and current PMS & AIF Knowledge. The event aims to bring insights on PMS
& AIF industry. Veterans from industry will present, orate and discuss in
Panels. The event provides fantastic opportunity to Investors, Financial
Advisors, Wealth Managers, Family Offices, Research Analysts, and Product Team
from wealth counters, Company executives and Media people to interact and get
insights on PMS & AIF from industry veterans. This time the event is more enthralling.
Lets catch up!
Mr. Raamdeo Agrawal is the Joint Managing Director of MotilalOswal Financial Services Ltd., and Chairman of MotilalOswal AMC. He is an Associate of Institute of Charted Accountant of India. He has 33+ years of experience in financial markets.
Mr. Bharat shah, is an Executive Director of ASK Group. He is a commerce graduate from the University of Bombay and a post-graduate diploma in management from the IIM, Calcutta. He is a member of the Institute of Chartered Accountants of India & The Institute of Cost and Works Accountants of India. He has 24+ years of experience in financial markets.
Mr. Hiren Ved is Co Founder and Chief Investment Officer at Alchemy.He has carved a niche in “Bottom-up” research and stock picking with extensive coverage of companies across various sectors. A certified cost accountant, he has over 25 years experience in the Indian equity markets.
Mr. Nimesh joined ICICI Prudential AMC (IPAMC) in 2007 as MD & CEO. He is a Chartered Accountant by qualification and has more than 25 years of experience in the banking and financial services industry. Mr. Nimesh Shah is chairman for AMFI.
Mr. A. Balasubramanian is the Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. Currently, he is on the Board of Governors of NISM. He is also on the Committee of Corporate Bond Market Development of SEBI. He plays an active role in AMFI as a Board of Director. He has also held the position of Chairman of AMFI for 2 years from 2016-2018.
Mr. Shankar Sharma is Vice Chairman & Jt.Managing Director of First Global.He is a MBA Graduate from Asian Institute of Management.He is known for his early investment in Amazon & Apple. He has over 25 years experience in the Indian equity markets.
Mr. Anup Maheshwari is Joint CEO & CIO of IIFL AMC. An alumnus of Indian Institute of Management, Lucknow, he has over 24 years of work experience in the financial services sector.
Mr. Vijayendiran is the CEO of Sundaram Alternate Assets Limited. He has over 30+ years of work experience in the Indian financial services industry. Mr. Vijayendiran holds a Bachelor's degree in Commerce from Madras Christian College, Madras and a Master's degree in Commerce from the University of Madras.
Mr. Aashish P Somaiyaa is the Managing Director & Chief Executive officer of MotilalOswal AMC. He is an Engineering Graduate in Ploymer Science, and Masters in Management Studies from NMIMS, Mumbai. He has 18+ years of experience in financial markets.
Mr. Sunil Singhania, CFA, is the Founder of Abakkus Asset Managers. Singhania graduated in commerce from the Bombay University and completed his Chartered Accountancy from the ICAI, Delhi with an all India rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute
Mr. Shahzad Madon joined Nippon India in June 2010, and since then, he has been instrumental in setting up Alternative Investment business from scratch. He has more than 25 years of industry experience across banking, investment management & the financial services sector.
Mr. Saurabh Mukherjea is the founder and Chief Investment Officer of Marcellus Investment Managers. He is a Post-Graduate in Economics from London School of Economics, and a CFA Charter holder. He has 12+ years of experience in financial markets.
Mr. Seth has over 16 years of experience in the financial services industry. He has been with IIFL Wealth Group since inception and has been instrumental in setting up the equity desk at IIFL Wealth Group. He is a MBA from IIM Ahmedabad and B Tech from IIT Kanpur.
Mr. Prateek Agrawal is the Business head and Chief Investment Officer of ASK Investment Managers. He is a Graduate in Engineering from REC, Rourkela, and a Post-Graduate Diploma holder in Management from Xavier’s Institute of Management, Bhubaneshwar. He has 15+ years of experience in financial markets.
Mr. Shailendra Kumar is the Chief Investment Officer at Narnolia having over 20 years of experience in research and fund management. Mr Shailendra Kumar holds post-graduate degrees from IIT, Delhi.
Mr. Nalin Moniz, is a Graduate in Economics, from University of Pennsylvania and BSE in computer engineering from Moore School of Engineering. He has 8+ years of experience in financial markets.
Mr. Trideep Bhattacharya has more than 20 years of experience in equities and portfolio management in India, holds a B.Tech. Degree (Electrical Engineering) from IIT Kharagpur and M.B.A. (Finance) from S.P. Jain Institute of Management & Research. Mr.Trideep Bhattacharya has also been a charter holder of CFA Institute, the USA in the past.
Rajesh Sehgal is the Managing Partner of Equanimity Investments, after having made 22 angel investments since 2007 and having had a ringside view of the overall startup ecosystem over the past decade. Rajesh Sehgal is a Managing Partner for Equanimity Investments.. He is a CFA charter holder and has earned a post graduate diploma in securities law.
Mr.Mayur Patel is the Fund Manager for IIFL AMC,Mayur brings with him an overall work experience of around 14 years including investment experience of more than 10 years. n 2014, he received the "No. 1 stock picker, Energy" analyst award by Starmine.He is a Chartered Accountant and a CFA charterholder.
Mr. Atul Suri is the CEO & CIO of Marathon Trends Advisory Private Limited. He is a Masters in Banking and Finance from UTS Sydney, Australia. He has 25+ years of experience in financial markets.
Mr. Amit Mantri is a Co-founder of 2-point-2 Capital. He is CFA Charter holder, Post Graduate Diploma in Management – IIM, Bangalore and B.Tech – Computer Science – IIT, Kharagpur. He has 8+ years of investment experience across financial markets.
Mr. Rakshit Ranjan is the Portfolio Manager at Marcellus Investment Managers. He is a B. Tech from IIT, Delhi and a CFA Charter holder. He has 14+ years of experience in financial markets.
Mr. Deepak Radhakrishnan is the Portfolio Manager of Pelican PMS. He is a B.Tech Graduate in civil Engineering from University of Calicut, and MBA finance from Mahatma Gandhi University and FRM Risk Management from Global Association of Risk Professional. He has 16+ years of experience in financial markets.
The PMS & AIF Summit 2018 is a wonderful platform and it is much needed. It is a great initiative taken by ET Now and PMS Bazaar in promoting the industry and bringing the industry to investors causing more transparency. The initiatives taken by PMS Bazaar and ET Now are superlative initiatives, much-calledfor and will go a long way in promoting the growth of the industry.
I would like to compliment PMS bazaar for fantastic organization of the event, it is a first of its kind but long overdue somebody had to take this initiative to create more awareness about PMS & AIF. I would like to wish them all the success
The event by PMS Bazaar is the first in the industry which covers extensively all the PMS strategies. This is a good initiative as it helps the investor to know about the pros and cons of PMS. Lot of good work by PMSbazaar, keep it up
I would like to thank PMS Bazaar for bringing me here, I was pleasantly surprised to find that it was a full house, and there was active participation at all levels. For the first time the entire PMS & AIF industry is in one platform. It is quite a unique event and I wish PMS Bazaar and the entire industry all the best for the future.
It is a great platform for lot of people in the industry such as investors fund managers , distributor partners, IFAs and the analyst community who came to share their views about the industry and market. It's a great platform which we believe will help in standardization and encourage more authentic research on PMS products in the market. I wish PMS Bazaar all the very best and hope to see the event happen on recurring basis bigger and bigger with every passing year.
This being first in the industry event organized for PMS & AIF investors has definitely been a great success and I am feeling great to be a panelist here. And I look forward to participating in further conferences in upcoming years. I hope and believe that success will multiply from today .